Our Journey: Crafting Wealth Since 1981
We're Local and we love it.
Our story began in 1981 in the farming village of Umhlali, on the North Coast of KZN, and has always been about serving our community with innovative financial solutions.
Over the decades, our service has expanded to bring you an independent financial planning and asset management offering that is global in reach while remaining local at heart.
Our values
Serve Our Community
Creating wealth starts with one and reaches many. We actively seek community engagements that enrich the lives and well-being of our clients and our shared community.
True wealth is contagious and impactful; from education and employment to corporate social responsibility, every bit can make a difference.
Act With Integrity
Unquestionable ethics are the foundational core of who we are as a company, and we are acutely aware that while it takes many good deeds to build a reputation, it takes a single bad one to destroy it.
We consider every decision with the question: “Would we be proud of having this action on the front page of the newspaper” and only proceed if the answer is an “absolutely yes”.
Innovate With Passion
Constant learning and improvement are part of our DNA, and we are never satisfied with the status quo.
As partners on your wealth journey, we are committed to ensuring that no stone is left unturned in the search for ways to access better ideas, solutions, markets and technologies to ensure that you are always at the cutting edge.
Connecting with a local independent Financial adviser can make all the difference in your journey to financial freedom. We’re only a phone call away.